1

Bulk Loading Documents* into Windchill

(Screen captures from Windchill 10.1 M040)Note: All for WTDocument Type (includes MS Word, Autocad, pdf, etc.)

2Note: Other columns are required but are hidden – see next slide.

1. Fill in required information in RED as shown below2. Two files to be Bulk Loaded are shown below (any quantity can be handled)

3. Enter Version at which the document is to be loaded (e.g. P1, P2, A, B, etc.)

4. If Version is “Px” (where x is some number), lifecycle state is RES5. If Version is A or higher, lifecycle state is ESMOD

This applies for Documents and Parts Lifecycle

3

Note: .csv file shown in Excel and in WordPad

1. Ensure that all required columns are included and are filled in as shown.2. Save as .csv format in \src\loadfiles folder as shown on Windchill server.

Note: If there is only one file, need to put values in XML file only

else If there are more than one file, need to put values in CSV file

Some Names need to have commas.  But – Commas interfere with the CSV to XML conversion.  If any Names have commas, do this:

– Temporarily replace , in the CSV file with !!!– After converting, replace !!! in the xml file with ,

4

Save the file(s) that will be bulk loaded inD:\ptc\Windchill_10.1\Windchill\loadfiles\content

Save the .csv file in D:\ptc\Windchill_10.1\Windchill\src\loadfiles

Note: All done in Windchill server

Note: Create loadfiles folder under src if it does not exist

From a Windchill shell on the \src\loadfiles folder, run the command shown. • cd src\loadfiles

• windchill wt.load.util.CSV2XML –input TestBulkUpload.csv

• Result: Output .xml file with converted info from Input .csv file in the same folder

5Note: We can change this file name: TestBulkUpload.csv to any file name.

6

Mapping – Input .csv to Output .xml

.csv

.xml

• windchill wt.load.LoadFromFile -d D:\ptc\Windchill_10.1\Windchill\src\loadfiles\TestBulkUpload.xml -CONT_PATH \"/wt.inf.container.OrgContainer=Alcon/wt.inf.library.WTLibrary=TestLib1\"

7

1. Load the .xml file using same Shell, using command shown. Change <YOUR_LIBRARY> to a specific LibraryLoad file to Library specifiedEnter admin username and password

8

Successful Results